January Capital Advisors LLC
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Overview
January Capital Advisors LLC is an advisory firm located in San Francisco, California. January Capital Advisors LLC manages $221.0 million in assets under management throughout 1,011 client accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). January Capital Advisors LLC has a small team, including 2 financial advisors. January Capital Advisors LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are tradable financial investments such as equities, bonds and options.
January Capital Advisors LLC administers most of the firm's client assets on a discretionary basis. Discretionary management means that buy and sell choices are made by an investment advisor without requiring client authorization. January Capital Advisors LLC also manages 267 non-discretionary accounts with a total of $19.7 million in AUM. The firm manages about $218,603 in assets for every account. An average advisor at January Capital Advisors LLC administers about 506 client accounts.
The firm's main office is located at 855 Sansome Street, San Francisco, California 94111. January Capital Advisors LLC is legally allowed to provide services to clients across a few states, including California, New Hampshire and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
January Capital Advisors LLC by the Numbers
$221.0 million
5
1,011
$218.6 thousand
Fee Structure
A financial advisor's fees vary depending on which services the firm provides the client. However, fees charged by the company typically consist of the following fee type: asset-based. January Capital Advisors LLC does participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with retail investors, high net worth investors, pension plans and corporations. Out of its 1,011 clients, January Capital Advisors LLC's largest client group is retail investors, although it also serves 92 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 22.22%
- Other Individuals - 67.15%
- Corporations - 10.63%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
January Capital Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at January Capital Advisors LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
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